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Recent features and commentary
3 Tax Planning Windows That Help CPAs Plan Further Ahead
Top 5 Tax Strategies Advisors Use With Wealthy Clients
Cash Balance Plans Aren't Gimmicks: Why High Earners Should Reconsider This Bona Fide Plan
Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo
I'm a Wealth Adviser: This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Family Offices Flock to Complex Insurance Strategy to Slash Tax Bills
On Camera | Video
The Imperio playlist
27 episodes on tax strategy, exits, insurance, and building durable family wealth.
This Retirement Contribution Strategy Might Get You Insane Tax Savings
Top 3 Tax Mistakes High Earners Make (and how to fix them)
My practice is earning $1.5M, how can I lower my tax liability? (FREE COURSE)
What Happens to Your Wealth If You Don't Have an Estate Plan?
Portfolio Strategies for Smarter Capital Gains Treatment
10 minutes of honest thoughts about disability & life insurance strategies
Exit Planning Masterclass: How Business Owners Cash Out Big (CEPA Interview)
The Truth About Annuities For High Net Worth Investors
The NEW Way of Asset Protection for Founders & Entrepreneurs
How to Use a Family Office Approach to Protect & Grow Your Wealth
How the IRS Targets High-Income Earners (Full 2025 Guide)
High Net Worth Individuals Invest in Real Estate for Tax Benefits
What I Wish I Knew Before Becoming a Wealth Advisor
Watch This If You're Struggling To Lower Your Tax Bill
This Succession Planning Mistake is Destroying Family Businesses
5 Life Insurance Lies That Cost High Earners Millions
How to Avoid a 40% Tax Bill When Selling Your Medical Practice
Why Traditional Financial Planning Is Dead (And What's Next for High Earners)
Why Your Adult Children Aren't Ready for Wealth (And How to Fix It)
Leave an Inheritance in Trust
Disability Protection for Medical Professionals
Umbrella Liability insurance
Understanding the Basics of Captive Insurance
Beneficiary Designation
Dividend Paying stocks
Preneed Guardian Appointment
Blockchain Tech Impact
Imperio Insights
Written by our advisors
October 5, 2026
The Three-Bucket Exit: Structuring $100 Million of Sale Proceeds for Income, Legacy, and Growth
A $100 million exit is a design problem, not a payday. This piece lays out how to divide sale proceeds into Income, Legacy, and Growth buckets, and why coordinating a wealth advisor, CPA, and estate attorney before the letter of intent matters more than any single tool.
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September 29, 2026
Charitable Gain Harvesting: Why the Best Asset to Give May Be One You Want to Keep
Most conversations about donating appreciated securities start with the obvious case: a position you already want to sell. The more counterintuitive opportunity is a highly appreciated stock, fund, or ETF you have no plans to sell — funding the gift with cash you would have donated anyway, then buying right back in.
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September 29, 2026
Structured Installment Sales: A Smarter Way to Time the Tax Bill on Your Business Exit
Selling your company is likely the single largest financial event of your life, and it can also be one of the largest single-year tax events. A structured installment sale is one way to spread that tax impact across several years instead of concentrating it into one.
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September 21, 2026
The Pre-Exit Tax Roadmap: How Business Owners Can Reduce Their Tax Burden Before Selling
A sale event compresses years of business value into a single tax year. This guide outlines how business owners can start structuring, timing, and coordinating their exit years before a letter of intent to help manage the tax impact of a sale.
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August 25, 2026
Selling Your Business? Why Your Deal Team Needs a Fourth Seat
An attorney, a banker, and a CPA cover the transaction. A fiduciary advisor covers what happens to the proceeds — and the planning window closes earlier than most owners expect.
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June 18, 2026
Retirement Planning in 2026: Your Roadmap to a Financially Secure Future
New contribution limits, shifting tax law, and longer life expectancies mean the retirement math from five years ago no longer holds.
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June 11, 2026
Family Financial Planning: A Complete Guide to Managing Money as a Household
From day-to-day cash flow to education funding and the eventual transfer of wealth, household planning works best when it is written down.
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June 10, 2026
YPO LATAM and the New Era of International Wealth Management
Latin American entrepreneurs are no longer geographically limited — and their planning needs have changed accordingly.
View MoreJune 4, 2026
Smart Investing in 2026: A Practical Guide to Building Real Wealth
More tools, more platforms, and more strategies than ever — which makes discipline, not access, the scarce resource.
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May 28, 2026
How to Maximize Your Earning Potential at Every Career Stage
Early, mid, and late career each reward a different financial priority. Treating them the same leaves money behind.
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May 6, 2026
2026 Tax Deadline Playbook: 9 Smart Moves You Can Still Make Before Filing
The filing deadline closes most planning doors, but not all of them. A short list of moves that remain available late in the cycle.
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May 14, 2026
A Strategic Tax Deferral Tool Many Investors Overlook: Understanding 351 Exchanges
A long-standing provision of the tax code that lets concentrated holdings be contributed into a diversified fund structure without triggering an immediate gain.
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April 30, 2026
The Hidden ETF Tax Advantage: What High-Net-Worth Investors Need to Know in 2026
The structural difference between funds and ETFs shows up most clearly in the tax bill, and it compounds over a long holding period.
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April 24, 2026
The Overlooked Retirement Cost That Can Quietly Erode Your Wealth
Healthcare spending in retirement is rarely modelled properly, and it lands unevenly across the decades.
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April 16, 2026
When Too Much Financial Complexity Begins to Undermine Your Wealth Strategy
Accounts, entities, and structures accumulate over a career. Past a point, the overhead starts costing more than the structures save.
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April 9, 2026
The Retirement Gap Many Affluent Families Don't See Coming
High income during working years does not automatically translate into replaceable income in retirement.
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April 5, 2026
6 Strategic Moves for Investors in a Volatile Market
Volatility creates a short list of genuinely useful actions, and a much longer list of tempting ones.
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March 26, 2026
Tax Planning Strategies Many Wealth Advisors Use to Help High-Net-Worth Investors Preserve More Wealth
A survey of the techniques that recur across high-net-worth planning, and what each one actually requires to work.
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March 11, 2026
Managing Taxes in Retirement: Practical Strategies to Help Reduce Your Exposure
Retirement turns tax planning from a deduction exercise into a withdrawal-sequencing exercise.
View MoreMarch 3, 2026
Economic Anxiety and Cash Hoarding: Why Strategic Investing May Be More Effective Than Emotional Decision-Making
Large cash balances feel safe and quietly lose purchasing power. The question is how much is genuinely reserve.
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February 21, 2026
Managing Concentrated Stock Positions: Smart Tax-Deferral Strategies and Practical Portfolio Risk Reduction
A single holding that built the wealth is often the largest unmanaged risk in the portfolio.
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February 18, 2026
Retirement Planning in 2026: Strategic Tax Reduction and Investment Optimization for High-Net-Worth Families
For families with substantial assets, retirement planning is primarily a tax-structuring problem.
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January 11, 2026
Why Simplified Retirement Rules Can Be Risky for Long-Term Wealth Planning
Rules of thumb are built for the median household. Complex balance sheets are not median.
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November 10, 2025
Direct Indexing: A Personalized Approach to Portfolio Construction
Owning the components of an index rather than the fund opens up tax management and customization that a pooled vehicle cannot offer.
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October 10, 2025
Understanding Wealth Compounding: The Quiet Force Behind Long-Term Growth
Compounding rewards duration and consistency, and both are more fragile than they look.
View MoreIn Conversation | Podcasts